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As carteiras de ações mais recentes dos melhores investidores e fundos de hedge do mundo
AUM gigantesco
Mais de US$ 200 bilhões
AUM elevado
US$ 10 bi a US$ 200 bi
AUM médio
US$ 2 bi a US$ 10 bi
AUM reduzido
US$ 250 mi a US$ 2 bi
AUM micro
Menos de US$ 250 milhões
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1.000
2.500
5.000
10
50
100
250
500
1.000
2.500
5.000
| # | Nome | AUM |
AUM Crescimento |
AUM Cresc. % |
Trimestre Retorno est. |
Retorno est. (3 anos) | Participações em carteira | Rotatividade da carteira |
Período médio de posse (anos) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5276 |
PWM
5276
Prosperity Wealth Management
San Ramon,
California
| US$ 155 mi | +US$ 817 mil | +0,5% | 5,76% | 175% | 190 | 42,11% | 0,4 |
|
| 5277 |
5277
Westhampton Capital
Winston-Salem,
North Carolina
| US$ 155 mi | +US$ 1,31 mi | +0,8% | 4,49% | 95,6% | 121 | 11,57% | 3,1 |
|
| 5278 |
5278
1492 Capital Management
Milwaukee,
Wisconsin
| US$ 155 mi | -US$ 16,5 mi | -10% | 1,87% | 332% | 117 | 39,32% | 1,6 |
|
| 5279 |
DRD
5279
Dennis R. Delaney
| US$ 155 mi | -US$ 9,08 mi | -6% | 3,01% | 84,3% | 50 | 12% | 5,9 |
|
| 5280 |
5280
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
| US$ 155 mi | -US$ 13,5 mi | -8% | 6,54% | 114% | 13 | 0% | 2,1 |
|
| 5281 |
CC
5281
Codex Capital
New York
| US$ 155 mi | -US$ 210 mil | -0,1% | 0,41% | 84,4% | 38 | 5,26% | 2,3 |
|
| 5282 |
5282
Affinity Investment Advisors
Newport Beach,
California
| US$ 155 mi | -US$ 17,8 mi | -10% | 1,8% | 189% | 202 | 16,83% | 2,7 |
|
| 5283 |
5283
Camarda Financial Advisors
Fleming Island,
Florida
| US$ 155 mi | -US$ 45,4 mi | -23% | 0,2% | 196% | 86 | 43,02% | 1,3 |
|
| 5284 |
5284
Members Advisory Group
Williamsville,
New York
| US$ 155 mi | -US$ 5,55 mi | -3% | 5,02% | 70,6% | 20 | 0% | 1,3 |
|
| 5285 |
5285
Values First Advisors
Gray,
Tennessee
| US$ 155 mi | -US$ 10,9 mi | -7% | 3,45% | 87,6% | 183 | 18,03% | 2,3 |
|
| 5286 |
5286
Continental Grain Company
New York
| US$ 155 mi | -US$ 63,2 mi | -29% | 8,17% | 5,73% | 6 | 50% | 1,3 |
|
| 5287 |
5287
Medina Value Partners
Los Angeles,
California
| US$ 155 mi | +US$ 37,4 mi | +32% | 3,91% | 80% | 22 | 54,55% | 0,3 |
|
| 5288 |
5288
Ayrshire Capital Management
Westport,
Connecticut
| US$ 155 mi | -US$ 3,18 mi | -2% | 1,95% | 84,8% | 48 | 6,25% | 2,9 |
|
| 5289 |
5289
Denver Wealth Management
Denver,
Colorado
| US$ 155 mi | +US$ 11,3 mi | +8% | 3,47% | 64,4% | 74 | 8,11% | 1,5 |
|
| 5290 |
5290
Fortress Wealth Management
Culver City,
California
| US$ 155 mi | +US$ 91,7 mil | +0,1% | 2,5% | 52,1% | 61 | 4,92% | 1,3 |
|
| 5291 |
5291
Infusive Asset Management
New York
| US$ 155 mi | +US$ 23,5 mi | +18% | 6,4% | 33,8% | 17 | 29,41% | 1,9 |
|
| 5292 |
5292
BTS Asset Management
Lincoln,
Massachusetts
| US$ 154 mi | -US$ 43,4 mi | -22% | 1,84% | 8,8% | 43 | 20,93% | 1,5 |
|
| 5293 |
TA
5293
Tamarack Advisers
Carlsbad,
California
| US$ 154 mi | -US$ 169 mi | -52% | 12% | 46,5% | 39 | 58,97% | 1,7 |
|
| 5294 |
5294
Silver Oak Advisory Group
Portland,
Oregon
| US$ 154 mi | +US$ 1,44 mi | +0,9% | 3,51% | 27% | 60 | 8,33% | 1,4 |
|
| 5295 |
5295
EWA LLC
Pittsbugh,
Pennsylvania
| US$ 154 mi | +US$ 8,42 mi | +6% | 3,07% | 102% | 123 | 30,08% | 0,4 |
|
| 5296 |
5296
Patrick Mauro Investment Advisor
Oak Brook,
Illinois
| US$ 154 mi | -US$ 7,98 mi | -5% | 4,25% | 31,7% | 42 | 4,76% | 0,9 |
|
| 5297 |
5297
Hoxton Planning & Management
Shepherdstown,
West Virginia
| US$ 154 mi | -US$ 7,6 mi | -5% | 3,51% | 77,8% | 158 | 21,52% | 0,6 |
|
| 5298 |
5298
Jupiter Wealth Management
Glendale,
Colorado
| US$ 154 mi | +US$ 37,8 mi | +32% | 2,8% | 99,2% | 92 | 32,61% | 1,9 |
|
| 5299 |
ARIS
5299
Advanced Research Investment Solutions
Los Angeles,
California
| US$ 154 mi | -US$ 19,3 mi | -11% | 8,04% | 13,1% | 35 | 20% | 1,7 |
|
| 5300 |
5300
MB, Levis & Associates
Center Valley,
Pennsylvania
| US$ 154 mi | -US$ 1,88 mi | -1% | 3,66% | 43,1% | 292 | 6,16% | 0,7 |
|